Valued Wealth Advisors LLC AVGO — BROADCOM INC

Ownership history in Valued Wealth Advisors LLC  ·  10 quarters on record

AI Ownership Summary

Valued Wealth Advisors LLC reported BROADCOM INC (AVGO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2025 Q4. The latest visible filing shows AVGO at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Valued Wealth Advisors LLC's position in BROADCOM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVGO was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVGO stock page Valued Wealth Advisors LLC fund profile Valued Wealth Advisors LLC full holdings
How Valued Wealth Advisors LLC held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 705 +17 +2.5% 0.09% $218K 2026-04-30 $417.43
2025 Q4 ADDED — — — 688 +19 +2.8% 0.10% $238K 2026-01-30 $330.61
2025 Q3 REDUCED — — — 669 -6 -0.9% 0.10% $221K 2025-10-29 $384.44
2025 Q2 ADDED — — — 675 +27 +4.2% 0.10% $186K 2025-08-06 $299.95
2025 Q1 REDUCED 7.7% +65.0% ❌ 648 -54 -7.7% 0.07% $109K 2025-05-01 $195.74
2024 Q4 REDUCED 8.7% -27.6% ✅ 702 -67 -8.7% 0.10% $163K 2025-01-22 $238.25
2024 Q3 ADDED — — — 769 +684 +804.7% 0.09% $133K 2024-10-28 $169.67
2024 Q2 ADDED — — — 85 +12 +16.4% 0.09% $136K 2024-07-17 $153.34
2024 Q1 ADDED — — — 73 +25 +52.1% 0.07% $97K 2024-04-30 $127.42
2023 Q4 INITIATED — — — 48 — — 0.04% $40K 2024-01-08 $104.89

🏢 Other funds also holding AVGO

As of 2026 Q1 — sorted by position size

ASK CAPITAL MANAGEMENT, LLC 92.39% Crescent Park Management, L.P. 3Y 7Y 23.45% Milestone Resources Group Ltd 3Y 7Y 22.87% Haven Capital Group, Inc. 21.38% CSU Producer Resources, Inc. 3Y 7Y 16.85% Integrated Financial Solutions, Inc. 16.44% Investment Insight Wealth Management, LLC 14.74% Cincinnati Specialty Underwriters Insurance CO 3Y 7Y 13.7% M & L Capital Management Ltd 13.2% FUKOKU MUTUAL LIFE INSURANCE CO 3Y 7Y 12.76%

FAQ About Valued Wealth Advisors LLC and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Valued Wealth Advisors LLC reported owning AVGO?

Valued Wealth Advisors LLC reported AVGO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVGO position in Valued Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for AVGO was 0.10% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q1, when Valued Wealth Advisors LLC reported 705 shares, equal to 0.09% of portfolio, with an estimated market value of $218K.

What does the chart on this AVGO ownership page compare?

The chart compares Valued Wealth Advisors LLC's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Valued Wealth Advisors LLC time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, Valued Wealth Advisors LLC correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on AVGO relative to SPY over the holding period was +50.2%.

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